Civic Intelligence

The Alberti Educational Trust

990PF • Fiscal year 2014 • EIN 58-1973221

Jan 01, 2014 to Dec 31, 2014 • Filed on Jul 15, 2015

Organization Profile
PO Box 8456Monroe, LA 71211-8456

(318) 259-4406

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

36th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

36th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • $500k-$1M nonprofits • Source year 2014

Net Margin

98th percentile

92%

Higher net margin than 98% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • $500k-$1M nonprofits • Source year 2014

Asset Growth

67th percentile

6.9%

Faster asset growth than 67% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

99th percentile

3145%

Faster revenue growth than 99% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets36th percentile

Assets

Flat

$967,940

Flat from 2014

Net Assets

$967,940

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2014

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin98th percentile

Revenue

Flat

$76,963

Flat from 2014

Expenses

Flat

$6,250

Flat from 2014

Net Income

Flat

$70,713

Flat from 2014

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.0M$500K$0Assets 2010: $790,662Liabilities 2010: $0Net Assets 2010: $790,6622010Assets 2011: $865,542Liabilities 2011: $0Net Assets 2011: $865,5422011Assets 2012: $922,720Liabilities 2012: $0Net Assets 2012: $922,7202012Assets 2013: $905,837Liabilities 2013: $0Net Assets 2013: $905,8372013Assets 2014: $967,940Liabilities 2014: $0Net Assets 2014: $967,9402014Assets 2014: $967,940Liabilities 2014: $12014Assets 2015: $938,975Liabilities 2015: $0Net Assets 2015: $938,9752015Assets 2016: $928,090Liabilities 2016: $0Net Assets 2016: $928,0902016Assets 2017: $906,922Liabilities 2017: $0Net Assets 2017: $906,9222017Assets 2018: $888,506Liabilities 2018: $0Net Assets 2018: $888,5062018Assets 2019: $868,276Liabilities 2019: $0Net Assets 2019: $868,2762019Assets 2020: $862,957Liabilities 2020: $0Net Assets 2020: $862,9572020Assets 2021: $820,447Liabilities 2021: $0Net Assets 2021: $820,4472021Assets 2022: $813,937Liabilities 2022: $12022Assets 2023: $800,989Liabilities 2023: $12023Assets 2024: $785,209Liabilities 2024: $0Net Assets 2024: $785,2092024

Highlighted filing

2014

Assets$967,940
Liabilities$0
Net Assets$967,940
Open 2014 Filing

Operations Trend

Revenue Growth99th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KExpenses 2010: $10,0002010Expenses 2011: $5,1502011Expenses 2012: $9,5002012Revenue 2013: $2,372Expenses 2013: $8,900Net Income 2013: -$6,5282013Revenue 2014: $76,963Expenses 2014: $6,250Net Income 2014: $70,7132014Revenue 2014: $76,963Expenses 2014: $6,250Net Income 2014: $70,7132014Revenue 2015: $1,512Expenses 2015: $18,360Net Income 2015: -$16,8482015Revenue 2016: $8,965Expenses 2016: $7,550Net Income 2016: $1,4152016Revenue 2017: $2,087Expenses 2017: $10,800Net Income 2017: -$8,7132017Revenue 2018: $1,958Expenses 2018: $9,632Net Income 2018: -$7,6742018Revenue 2019: $2,420Expenses 2019: $11,250Net Income 2019: -$8,8302019Revenue 2020: $2,225Expenses 2020: $6,900Net Income 2020: -$4,6752020Revenue 2021: $1,459Expenses 2021: $11,500Net Income 2021: -$10,0412021Revenue 2022: $1,934Expenses 2022: $10,175Net Income 2022: -$8,2412022Revenue 2023: $4,226Expenses 2023: $7,425Net Income 2023: -$3,1992023Revenue 2024: $4,428Expenses 2024: $9,925Net Income 2024: -$5,4972024

Highlighted filing

2014

Revenue$76,963
Expenses$6,250
Net Income$70,713
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jul 15, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MELVIN COHENTrustee-$0--
WC MCDONALD JRTrustee-$0--
JO ANN TEATTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Alberti Educational Trust
EIN
58-1973221
Phone
3182594406
Address
PO BOX 8456, MONROE, LA 71211-8456

Signing Officer

Name
Joann Teat
Title
Trustee
Phone
3182594406
Signed
2015-07-15
Discuss with paid preparer
Yes

Preparer

Firm
Cohen & Lynch LLC
Address
PO BOX 8456, MONROE, LA 71211-8456
Preparer
Melvin Cohen CPA
Phone
3183220522
Raw XML Appendix295 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3NATALEE P GRAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4LEAH M CHAPMAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5CARTER LYNN BUSBY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6JUWON TARIK JACK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0707 JOHN WATTS ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1311 ANDERSON ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2900 COUNTRY ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3662 GLADWAY ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4588 BEAR KNOLL DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5179 FLETCHER ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61523 JULIUS ERVING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0707 JOHN WATTS ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0JONESBORO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1QUITMAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2JONESBORO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3QUITMAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4QUITMAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5JONESBORO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6JONESBORO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0LA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1LA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2LA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3LA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4LA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5LA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6LA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd071251
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd171268
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd271251
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd371268
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd471268
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd571251
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd671251
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt05500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt05500
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt047534
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05500
IRS990PF/UndistributedIncomeGrp/Taxable2Amt039088
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt047534
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt044588
OtherDecreasesSchedule/OtherDecreasesDetail/Amt08610
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PRIOR PERIOD TAXES & PENALTY
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt070107
OtherIncomeSchedule2/OtherIncomeDetail/Desc0UNREALIZED APPREC OF ASSETS
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt070107
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOANN TEAT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03182594406
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-07-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ALBERTI EDUCATIONAL TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ALBE
ReturnHeader/Filer/EIN0581973221
ReturnHeader/Filer/PhoneNum03182594406
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 8456
ReturnHeader/Filer/USAddress/CityNm0MONROE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0LA
ReturnHeader/Filer/USAddress/ZIPCd0712118456
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0721471168
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COHEN & LYNCH LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 8456
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MONROE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0LA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0712118456
ReturnHeader/PreparerPersonGrp/PhoneNum03183220522
ReturnHeader/PreparerPersonGrp/PreparationDt02015-08-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MELVIN COHEN CPA
ReturnHeader/ReturnTs02015-08-21T09:34:22-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$967,940
Liabilities
$0
Net assets
$967,940
Revenue
$76,963
Expenses
$6,250
Net income
$70,713
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.85$0.00$7.85$0.04$0.10$0.05
2023Summary only. Only limited summary data is available for this year.$8.01$0.00$0.04$0.07$0.03
2022Summary only. Only limited summary data is available for this year.$8.14$0.00$0.02$0.10$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.20$0.00$8.20$0.01$0.12$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.63$0.00$8.63$0.02$0.07$0.05
2019Detailed filing. Detailed filing data is available for this year.$8.68$0.00$8.68$0.02$0.11$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.89$0.00$8.89$0.02$0.10$0.08
2017Detailed filing. Detailed filing data is available for this year.$9.07$0.00$9.07$0.02$0.11$0.09
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.28$0.00$9.28$0.09$0.08$0.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.39$0.00$9.39$0.02$0.18$0.17
2014Detailed filing. Detailed filing data is available for this year.$9.68$0.00$9.68$0.77$0.06$0.71
2014Summary only. Only limited summary data is available for this year.$9.68$0.00$0.77$0.06$0.71
2013Detailed filing. Detailed filing data is available for this year.$9.06$0.00$9.06$0.02$0.09$0.07
2012Detailed filing. Detailed filing data is available for this year.$9.23$0.00$9.23$0.10
2011Detailed filing. Detailed filing data is available for this year.$8.66$0.00$8.66$0.05
2010Detailed filing. Detailed filing data is available for this year.$7.91$0.00$7.91$0.10